Nippon Paint (4612) Vs Geely Auto (175): A Relative Value on Chinese Auto Sector
Nippon Paint Holdings (4612 JP)share price has run-up in the past 6 months ahead of its peers and customers such as Honda Motor (7267 JP) on the...
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Showa: Has Been Trading at a Discount to Peers, So Price It Low?
This insight follows our previous insights on the Honda Motor (7267 JP) parts and Hitachi Automotive Systems merger: Hitachi – Thoughts on the...
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Toyota - 39% Outperformance Vs. Honda over Two and a Half Years
We first discussed our positive take on Toyota in Mar 2017 at a time when profitability in the US was under pressure and the hype surrounding EVs...
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Are Hitachi and Honda Following the Toyota Group's J-QuAD Dynamics JV?
Hitachi Ltd (6501 JP) Hitachi announced that its Automotive Systems company, along with three Honda Motor (7267 JP) Keiretsu Group companies, are...
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🇯🇵 Japan • Results & Revisions Roundup Part 1 - Mr Market Calls a Bottom
FIRST WAVE - 42% of Japanese companies have now reported quarterly earnings, with the balance due to announce over the next eight trading days. In...
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